-41.1%
TSCO vs SUI
-6.7%
-34.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.4% | -2.3% | -3.2% |
| 7D | -2.5% | -4.3% | +1.8% | -1.1% |
| 30D | -1.1% | -2.1% | +1.0% | -0.4% |
| 3M | +14.3% | -6.1% | +20.4% | +16.5% |
| 6M | -31.9% | -12.8% | -19.1% | -28.8% |
| YTD | -30.7% | -4.6% | -26.0% | -29.5% |
| 1Y | -41.1% | -7.7% | -33.4% | -38.5% |
| All | -41.1% | -6.7% | -34.4% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling